FCMQX Mutual Fund

NAV$12.25

Returns Overview

1 Month
+0.81%
3 Months
+2.13%
6 Months
+1.16%
YTD
+1.16%
1 Year
+6.28%
3 Years (annualized)
+3.79%
5 Years (annualized)
+0.98%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCMQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg California Enhanced Municipal Bond Index
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+1.98%
vs Peers
-0.82%

FCMQX Mutual Fund Performance

FCMQX performance across multiple time periods: 1-month 0.81%, YTD 1.16%, 1-year 6.28%, 3-year 3.79%, 5-year 0.98%, 10-year 1.90%.

FCMQX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

FCMQX performance comparison shows side-by-side returns with another fund. FCMQX alternatives are available in the Mutual Fund Screener.